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Investors & landlords
In TurboTax Premium Online, enter the form manually as follows:
- Down the left side of the screen, click Federal.
- Down the left side of the screen, click Wages & Income.
- Click the down arrow to the right of Investments and Savings.
- Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- Click Add investments.
- On the Let's import your tax info screen, select Enter a different way.
- On the OK, let's start with one investment type screen, select Other, then Continue.
- At the screen Tell us more about this sale, enter the information. Click Continue.
- At the screen Review this sale, enter the information.
- Select Continue.
- Select Add another sale to add another transaction.
There may be no broker. Report 'Sale of XX Company'.
There may be no better choice than 'I purchased it'.
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March 20, 2025
1:50 PM